Carlos
Amaris

Ameriprise Financial Services, Inc

CRD#2451395
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Carlos Amaris is an advisor whose office is in Bonita Springs, Florida. Currently an advisor with Ameriprise Financial Services, Inc, they have accrued 16 years of professional experience in the financial advisory industry. Amaris has Series 63 and Series 66 licenses, which designate the advisor as a securities representative. Amaris is able to act as an advisor based out of Florida. During their career, the advisor has held roles at Banc Of America Investment Services, Inc, Bank Of America, N.A, Fifth Third Securities, Merrill Lynch, Pierce, Fenner & Smith Inc and Ameriprise Financial Services Inc. Ameriprise Financial Services, Inc is headquartered in Bonita Springs, Florida, and has 161 additional offices throughout the United States. As an advisory firm, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 client accounts and employs more than 13,020 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 3% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Ameriprise Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

26811 S Bay Dr Ste 260
Bonita Springs, FL 34134

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

FL Average: $5,289,111,388
Total Number of Employees

13,718

FL Average: 157
Total Number of Accounts

1,393,263

FL Average: 8,262
Average Account Size

$178,230

FL Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Carlos Amaris Work History

Carlos has 16 years of experience.

2018 - Present (1 year)

Ameriprise Financial Services Inc

2011 - 2018 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2018 (7 years)

Bank Of America, N.A

2009 - 2011 (2 years)

Fifth Third Securities

2002 - 2009 (7 years)

Banc Of America Investment Services, Inc

2002 - 2009 (7 years)

Bank Of America, N.A

Disclosures

Carlos Amaris has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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